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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

An initial misreport of Webull's earnings per share sparked controversy and accusations of manipulation, yet bulls highlight strong revenue growth and record customer assets against persistent concerns over dilution.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending after reporting strong earnings and providing robust forward guidance, projecting AI chip revenue to exceed $100 billion by 2027, driven by strategic commitments from major hyperscaler customers. The community is actively discussing the company's accelerating AI momentum and potential analyst upgrades, alongside comparisons to other AI stocks' recent post-earnings reactions.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending following a massive insider share purchase by CEO Jeff Green, signaling strong executive confidence. This, alongside widespread rumors of an OpenAI partnership for ad sales, is sparking community speculation about a potential short squeeze for the recently oversold stock.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following strong Q4 2025 earnings that surpassed revenue and adjusted earnings expectations, coupled with the announcement of a strategic U.S. manufacturing partnership. The community is highlighting the company's asset-light model and its critical role in the expanding drone and defense sectors due to its advanced battery technology.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending due to heightened geopolitical tensions in the Middle East, with ongoing reports of attacks on oil infrastructure and disrupted tanker traffic in the Strait of Hormuz driving community discussion about significant oil supply impacts.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta's Q4 earnings surpassed expectations, but weaker Q1 guidance has sparked a mixed market reaction; community discussion centers on whether Wall Street is overlooking the company's strong full-year outlook and its strategic positioning to secure human and emerging AI identities.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup Co. is trending as it touches multi-year lows following a sector-wide slump driven by General Mills' cautious outlook and ongoing analyst downgrades. However, community discussions are sharply divided, with some viewing it as a deeply undervalued defensive play with strong dividend appeal, anticipating significant upside from potential tariff relief and strategic brand performance despite concerns over debt and margin compression.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors grapple with an unconfirmed earnings date and recent leadership changes within its key Qwen AI division, alongside a quickly retracted U.S. Pentagon designation. The community is sharply divided, with many frustrated by persistent weakness and China's evolving economic policy, while others see the stock as oversold and poised for a rebound driven by its AI advancements.

American Eagle Outfitters, Inc. is a multi-brand specialty retailer, which offers an assortment of apparel and accessories for men and women under the American Eagle Outfitters brand, and intimates, apparel and personal care products for women under the Aerie brand. The firm operates stores in the United States, Canada, Mexico, Hong Kong, China and the United Kingdom. It also acquired two emerging brands to complement its existing brands, Tailgate, a vintage sports-inspired apparel brand, and Todd Snyder New York, a premium menswear brand. The company was founded in 1977 and is headquartered in Pittsburgh, PA.

American Eagle Outfitters Inc.

American Eagle Outfitters, Inc.

American Eagle Outfitters is trending after reporting better-than-expected Q4 earnings, driven by strong comparable sales, particularly from its Aerie brand. However, community discussion is mixed, with many speculating that the announced dividend signals a long-term holding strategy rather than immediate aggressive growth, leading to after-hours selling pressure despite the positive results.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is seeing significant momentum driven by widespread buyout speculation, fueled by strong revenue growth for its lead oncology drug OJEMDA and recent strategic pipeline expansion into ADCs; the community is actively anticipating an acquisition in a red-hot biotech M&A market.

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<ul class="summary-bullets"><li>IREN shares dropped about 5% in Wednesday’s after-market session.</li><li>IREN forecast $3.7 billion annualized revenue from its AI Cloud segment this year.</li><li>Stocktwits sentiment for the ticker flipped to ‘bullish’ from ‘bearish.’</li></ul>IREN Ltd. on Wednesday said it is buying 50,000 advanced gaming processing units (GPUs) from Nvidia Corp., which would bring the company’s capacity to 150,000 units and annualized revenue from its AI Cloud segment to over $3.7 billion this year.However, the Australian bitcoin miner and contract data center operator also announced plans to raise up to $6 billion through an at-the-market stock offering to fund its capacity expansion,&nbsp;which proved to be a drag on the stock.<a href="https://stocktwits.com/symbol/IREN">IREN shares</a> declined about 5% in the after-market session, after rising nearly 13% in the regular session.<h2 class="st-heading-2">IREN Defends Moves, Says Capturing AI Opportunity Essential</h2>“Time-to-compute is an increasingly important factor in today’s AI cloud market. Early procurement enables IREN to bring cloud capacity online with greater speed and certainty, ensuring deployment timelines remain on track as customer agreements progress,” the company said in a statement.IREN has emerged as a closely watched stock, given its exposure to AI data centers and bitcoin, two of the market’s most closely tracked themes. In November, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/microsoft-signs-97-billion-contract-with-iren-nvidia-chips-2025-11-03/">signed</a> a $9.7 billion deal to offer its data centers to Microsoft, and a $5.8 billion purchase of data center equipment from Dell.&nbsp;In the last quarter, IREN’s revenue increased year over year to $184.7 million, up from $116.1 million, while net loss increased nearly five times to $0.52 per share.<h2 class="st-heading-2">Retail Investors See Explosive Growth For IREN</h2>On Stocktwits, retail investors dismissed concerns about higher spending and equity dilution, which seemed to be behind the after-market stock decline. The retail sentiment IREN flipped to ‘bullish’ from ‘bearish’ as traders argued that the company’s moves would spark explosive growth.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_8_04_09_AM_png_3223fd1e03.webp" alt="Screenshot 2026-03-05 at 8.04.09 AM.png" width="703" height="85"><figcaption>IREN entiment and message volume as of March 4 | Source: Stocktwits</figcaption></figure>“Ever heard of ‘you gotta spend money to make money?’ That is all this is,”&nbsp;<a href="https://stocktwits.com/Createausernameplease/message/646620148">said</a> a user. “This business requires lots of capex (and) IREN is looking to be the biggest and most vertically integrated company in this space.”“$IREN expanding capacity to 150k GPU is a strong signal the company is fully leaning into AI infrastructure,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/AssafMoneyMaker/message/646626363">said</a> another user. “Technically, the stock has been basing around $39 - $44 for weeks and just bounced back toward $44 (I'm ignoring the AH panic sellers). A move through the mid 40s could open the path to $47 and potentially the $50-$52 area... Holding long and strong!”Meanwhile, the at-the-market offering is for up to $6 billion and gives the company the option to exercise it at will or not exercise at all, a user clarified, saying that investor panic is unwarranted.&nbsp; “You need to chill. Lots of retail will get flushed tomorrow before it bounces back up,” the user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/CliffordCapital/message/646628270">said</a>.As of year-to-date, IREN stock has gained 16%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-lands-open-ai-as-customer-report-of-early-ad-sales-talks-sends-battered-stock-flying/cZdQOXURId1">Trade Desk Lands OpenAI As Customer? Report Of Early Ad Sales Talks Sends Battered Stock Flying</a>

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

IREN Stock Drops After $6B Offering, But Retail Bulls Supercharged With Massive Nvidia GPU Buy

The data center company is purchasing 50,000 Nvidia GPUs to expand its AI cloud capacity, but dilution fears weighed on IREN’s stock after the closing bell.

Equity

The data center company is purchasing 50,000 Nvidia GPUs to expand its AI cloud capacity, but dilution fears weighed on IREN’s stock after the closing bell.


IREN (NASDAQ:IREN) Trading 12.8% Higher - Time to Buy?

IREN (NASDAQ:IREN) Stock Price Up 12.8% - Here's Why...

IREN (NASDAQ:IREN) Stock Price Down 6.1% - Here's Why

IREN (NASDAQ:IREN) Stock Price Down 6.1% - Here's Why...

64,850 Shares in IREN Limited $IREN Bought by Oak Grove Capital LLC

Oak Grove Capital LLC acquired a new stake in IREN Limited (NASDAQ:IREN - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 64,850 shares of...

IREN (NASDAQ:IREN) Shares Up 1.1% - Should You Buy?

IREN (NASDAQ:IREN) Trading Up 1.1% - Here's What Happened...

IREN Limited (NASDAQ:IREN) Given Average Rating of "Moderate Buy" by Analysts

Shares of IREN Limited (NASDAQ:IREN - Get Free Report) have been given a consensus rating of "Moderate Buy" by the eighteen ratings firms that are currently covering the company, Marketbeat Ratings...

IREN Limited $IREN Shares Sold by Trivium Point Advisory LLC

Trivium Point Advisory LLC reduced its holdings in shares of IREN Limited (NASDAQ:IREN - Free Report) by 29.3% in the 3rd quarter, according to the company in its most recent 13F filing with the...

Harvest Portfolios Group Inc. Purchases 52,716 Shares of IREN Limited $IREN

Harvest Portfolios Group Inc. increased its position in IREN Limited (NASDAQ:IREN - Free Report) by 51.5% in the 3rd quarter, according to the company in its most recent disclosure with the...

HighTower Advisors LLC Purchases New Stake in IREN Limited $IREN

HighTower Advisors LLC purchased a new stake in shares of IREN Limited (NASDAQ:IREN - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm...

IREN Limited $IREN Shares Bought by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its stake in shares of IREN Limited (NASDAQ:IREN - Free Report) by 152.0% during the third quarter, according to its most recent 13F filing with the Securities...

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

Software / SaaS

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IREN Limited

Investors are fiercely debating the company's colossal $6B At-The-Market offering to fund massive AI infrastructure expansion, sparking both fear of dilution and hopes for explosive growth.

The firm aggressively acquires 50,000 new NVIDIA B300 GPUs, aiming for a total fleet of 150,000 to meet soaring AI compute demand and target over $3.7B in annual recurring revenue by 2026.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.21	--	--	N/A
Q2 '26	-$0.11	-$0.52	-374.79%	MISSED
Q1 '26	$0.15	$1.08	620.40%	BEAT
Q4 '25	$0.18	$0.19	7.53%	BEAT
Q3 '25	$0.12	--	--	N/A

IREN
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